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Valeo Financial Advisors, LLC: PWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on PWR, newest first. How the timeline and the estimate are built.

Valeo Financial Advisors, LLC held 2,540 PWR shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,540 shares
    Change vs previous 13F -111 shares

    0.03% of the 13F portfolio, value $1,632,292.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,651 shares
    Change vs previous 13F +61 shares

    0.04% of the 13F portfolio, value $1,909,170.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,590 shares
    Change vs previous 13F -887 shares

    0.03% of the 13F portfolio, value $1,422,179.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,477 shares
    Change vs previous 13F +743 shares

    0.03% of the 13F portfolio, value $1,467,597.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,734 shares
    Change vs previous 13F +498 shares

    0.03% of the 13F portfolio, value $1,133,213.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 2,236 shares
    Change vs previous 13F -134 shares

    0.02% of the 13F portfolio, value $845,573.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,370 shares
    Change vs previous 13F -891 shares

    0.02% of the 13F portfolio, value $602,410.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,261 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,030,639.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).